Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Presley is a financial advisor with over 19 years of experience in the industry. Amy is currently registered with Allstate Financial Services, LLC and has been registered with the firm since January 2021. Amy has previously worked with Principal Securities, Inc. where she was registered from April 2002 to January 2020. Amy holds the Series 6, Series 26 and Series 63 securities licenses and is licensed to sell securities in Iowa, Kansas and Missouri. Amy has been serving clients in the Des Moines area since 2002.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
IA
01/04/2021 - Present
Allstate Financial Services, LLC (Des Moines IA)
IA
04/15/2002 - 01/28/2020
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
BC
Issued 08/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Amy Presley is the right advisor for you? Invested Better is here to help.
